+199.0%
PNC vs OVV
+58.9%
+140.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.4% |
| 7D | +3.1% | +8.0% | -5.0% | +1.3% |
| 30D | +7.6% | -2.0% | +9.7% | +7.9% |
| 3M | -8.1% | +5.4% | -13.6% | -9.6% |
| 6M | +12.6% | +14.3% | -1.7% | +8.2% |
| YTD | +15.0% | +69.4% | -54.5% | +0.2% |
| 1Y | +30.4% | +72.4% | -42.0% | +13.0% |
| 3Y | +116.1% | +58.4% | +57.8% | +86.5% |
| 5Y | +37.5% | +106.1% | -68.6% | +6.3% |
| All | +199.0% | +58.9% | +140.1% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling